Adam J Link

Andrew Rogers is a financial advisor at Northland Capital Management with five years of industry experience. He holds the Series 65 designation and previously worked for fourteen years at Cleveland-Cliffs Northshore Mining Company. Northland Capital Management is a fee-only advisory firm that serves individuals, trusts, and pension plans through discretionary portfolio management and limited financial planning. The firm employs a primarily top-down investment approach with model portfolios ranging from Conservative to All Equity, including ESG options targeting lower carbon intensity.

Julie Johnson is a financial advisor with Northland Capital Management in Virginia, MN, holding a Series 65 credential and 10 years of industry experience. She has been with Northland Capital Management LLC since 2016. Northland Capital Management is a fee-only advisory firm serving individuals, trusts, and pension plans with discretionary portfolio management, limited financial planning, and occasional consulting. The firm employs a top-down investment process with a value tilt and offers both standard and ESG model portfolios, including services for some state and municipal government clients.

Christopher Erickson is a financial advisor at Northland Capital Management with 15 years of industry experience. He has been with Northland Capital Management since 2008 and holds Series 63 and Series 65 designations. Northland Capital Management is a fee-only investment advisory firm serving individuals, trusts, and pension plans through discretionary portfolio management and limited financial planning. The firm manages a range of model portfolios using a top-down, systematic approach with a focus on value stocks, ETFs, and mutual funds, and offers both standard and ESG portfolios targeting lower carbon intensity.

Shawn Lappi is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has served as an owner and investment advisor representative at Tri-Sure Financial since 2009. Outside of his advisory role, he owns a landscaping business and performs with a music entertainment group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that focuses on client approval for transactions and incorporates fundamental, technical, and cyclical analysis in portfolio management.

Robert Babich is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Benjamin Eastman is a financial advisor with Thrivent Investment Management in Virginia, MN. He holds a Series 66 designation and has 10 years of industry experience, all within the Thrivent organization. He also served as an educator at American Military University from 2015 to 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across a broad range of topics without implementation services. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate planning and portfolio management services.